Plan Snapshot
- Plan Sponsor: Creative & Response Research INC
- Sponsor EIN: 362441654
- Sponsor Address: 150 N. MICHIGAN AVE., 34TH FLOOR, CHICAGO, IL, 60611
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $34.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 121 | $34.1M | $135,486 | $1.4M |
| 2023 | 133 | $32.6M | $358,626 | $1.5M |
| 2022 | 140 | $28.6M | $299,061 | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DUFEK & COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DUFEK & COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $60,154 | $40,433 | — | — | — |
| 2023 | $58,094 | $37,650 | — | — | — |
| 2022 | $57,843 | — | — | — | — |